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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$97K +$26.3K +1,722 +30%
TRCT
202
Tower Research Capital (TRC)
New York
$93K +$108K +7,091 +8,342%
JWA
203
JFS Wealth Advisors
Pennsylvania
$80K +$17.9K +1,170 +23%
ST
204
Smithfield Trust
Pennsylvania
$58K – – –
HR
205
Howe & Rusling
New York
$57K – – –
CFG
206
Citizens Financial Group
Rhode Island
$56K -$20.5K -1,339 -23%
S
207
SignatureFD
Georgia
$54K +$19.6K +1,284 +45%
QCG
208
Quadrant Capital Group
Ohio
$52K -$581 -38 -0.9%
GXMC
209
Global X Management Company
New York
$44K +$12.5K +818 +32%
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$6.34K -415 -11%
WT
211
Whittier Trust
California
$40K – – –
EWM
212
Evercore Wealth Management
New York
$39K – – –
KT
213
Kanaly Trust
Texas
$34K -$34.4K -2,253 -46%
JSAM
214
J. Safra Asset Management
New York
$34K +$39.8K +2,605 New
DVM
215
Dreman Value Management
Florida
$33K +$38.5K +2,520 New
AssetMark Inc
216
AssetMark Inc
California
$32K +$20.9K +1,369 +121%
BGIM
217
Brandywine Global Investment Management
Pennsylvania
$26K – – –
ZB
218
Zions Bancorporation
Utah
$23K -$15.3K -999 -35%
TDC
219
Thompson Davis & Co
Virginia
$22K +$9.55K +625 +56%
FHA
220
First Horizon Advisors
Tennessee
$19K – – –
WA
221
WFG Advisors
Texas
$18K +$8.37K +548 +64%
AA
222
Apriem Advisors
California
$16K +$3.82K +250 +25%
ANBT
223
American National Bank & Trust
Texas
$14K – – –
RWA
224
Ropes Wealth Advisors
Massachusetts
$14K – – –
WA
225
Winfield Associates
Ohio
$14K +$1.68K +110 +11%